INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

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January 28, 2024

Your 2023 Tax Information

THE 2023 TAX SEASON IS UPON US. As you begin to prepare your documents to provide to your accountant, we want to highlight the following important items. You can easily access your tax documents online via NetxInvestor.com, Communications tab, then Tax Documents.

Tax Planning Michelle & Ken Newsletter

January 22, 2023

Tax Season Officially Begins- What You Need to Know

With the official start of the tax season, we want to take this opportunity to provide you with some important reminders that may affect your tax filing including tax document delivery, capital gain/loss information, qualified charitable contributions, and required minimum distributions.

Tax Planning Michelle & Ken Newsletter